Investment Performance Specialist

4 days ago


Cape Town, Western Cape, South Africa talentCru Full time

We are looking for a highly skilled Investment Performance Specialist to join our team at talentCru. As a key member of our Investment Operations team, you will play a critical role in ensuring the accuracy and timeliness of our portfolio performance and attribution calculations.

Responsibilities:
  • Maintenance and reporting, including:
    • Cordinating and sanitizing data in our performance and attribution systems;
    • Calculating performance and delivering timely reports to clients;
    • Summarizing results for our Investment and/or Executive committee report;
    • Providing performance commentary across various portfolios;
    • Auditing and verifying portfolio accounting data and reports;
    • Reconciling and explaining performance variations against benchmarks;
    • Constructing and maintaining custom benchmarks and composites.
  • Analysis, including:
    • Analyzing client portfolios to explain performance and attribution variances;
    • Analyzing portfolio structure and component returns;
    • Assisting with risk reporting requirements;
    • Monitoring market indicators;
    • GIPS: Analyzing and reporting on GIPS performance;
    • Implementing compliant processes;
    • Improving the GIPS process;
    • Preparing attribution reports and graphs.
  • Assisting with performance fee calculation for certain fund mandates.
  • Supporting our Business Development team with the new client take-on process.
  • Supporting our Client Services team with performance-related client queries.
  • Assisting our Performance and Attribution team with operational project initiatives.
  • Documenting and monitoring processes and procedures.

This position requires a detail-oriented individual with strong analytical skills to ensure accurate and timely reporting to clients.



  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Our client is a well-established and reputable asset management company. Due to rapid growth over the past few years on the back of an excellent business strategy and brilliant investment performance, their distribution team is looking for an individual with a strong investment background who can effectively engage with clients and prospects to meet the...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is seeking a seasoned Investment Professional to join our client's esteemed distribution team. This role presents an exceptional opportunity for individuals with a strong investment background to engage with clients and prospects, drive business growth, and contribute to the company's asset management success.Key...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    At Aquarius Specialist Recruitment, we are seeking a highly skilled Investment Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as...


  • Cape Town, Western Cape, South Africa talentCru Full time

    About the RoleThis is an exciting opportunity for a talented individual to join our Investment Operations team as an Investment Performance Analyst. The successful candidate will be responsible for calculating, analysing and reporting on complex fixed income portfolio performance and attribution.Key ResponsibilitiesCalculate and report on portfolio...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    The successful candidate will be responsible for delivering high-quality portfolio analysis and support to the Head of Portfolio Analytics and Implementation. To succeed in this role, you will require strong analytical skills, attention to detail, and excellent communication skills.Responsibilities:Work closely with Portfolio Managers to deliver meaningful...


  • Cape Town, Western Cape, South Africa Robert Walters Full time

    Job title : Investment Distribution SpecialistJob Location : Western Cape, Cape TownDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town. As the Investment Distribution Specialist within this...


  • Cape Town, Western Cape, South Africa C40 Cities Full time

    An exciting opportunity has arisen for an Investment Distribution Specialist to join a leading investment solutions firm in Cape Town.As the Investment Distribution Specialist within this dynamic and progressive business, you will play a pivotal role in taking their message to the market, building relationships with distribution channels and financial...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Investment Promotion Specialist Job DescriptionThe Recruitment Council is looking for an experienced Investment Promotion Specialist to join our team. This role will involve promoting Equilibrium's offerings and building relationships with distribution channels and financial advisors to achieve sales targets.The ideal candidate will have excellent...


  • Cape Town, Western Cape, South Africa Absa Group Full time

    **Company Overview**Absa Group, a leading financial institution in Africa, is seeking a highly skilled Quantitative Investment Specialist to join its investment team.This role will be responsible for conducting local and global research on market and economic conditions, gathering data, performing statistical analysis, and building market and economic...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is seeking a Financial Services Specialist to join our team. This role would be ideal for an individual with a strong investment background who can effectively engage with clients and prospects to meet the increasing demand for business.This role will suit a person who understands the investments universe, as such you have...


  • Cape Town, Western Cape, South Africa Monocle Solutions Full time

    About the PositionWe are seeking an experienced Investment Reporting Specialist to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products.Your primary responsibilities...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is recruiting a Portfolio Specialist to join our client's distribution team. This role requires a high level of investment expertise, excellent communication skills, and the ability to work collaboratively with internal stakeholders.Main Responsibilities:Develop and implement tailored content strategies to meet client...


  • Cape Town, Western Cape, South Africa CF Consulting Full time

    About the RoleWe are seeking a skilled and enthusiastic Investment Support Specialist to join our team at Cf Consulting. The successful candidate will be responsible for providing general investment support to the investment and consulting divisions.Key ResponsibilitiesSupport the research team with data collection and analysis.Assist with the development of...


  • Cape Town, Western Cape, South Africa Tumaini Full time

    Unlock Your Potential as a Property Investment SpecialistTumaini is a leading Property Investment Group in South Africa, dedicated to empowering ambitious financial planners to take their careers to the next level. With our unique market advantage, you'll have access to exclusive opportunities that can transform your professional journey.What Sets Us...


  • Cape Town, Western Cape, South Africa Token Metrics Full time

    At Token Metrics, we are seeking a skilled Crypto Investment Specialist to play a key role in identifying and evaluating emerging cryptocurrencies and Web3 projects with high growth potential. As part of our investment team, you will be responsible for conducting in-depth market research, analyzing financial data, and developing contrarian investment...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    African Infrastructure Investing SpecialistAbout the Role:This is an exciting opportunity to join our dynamic team as an African Infrastructure Investing Specialist. We are seeking a highly skilled and experienced professional to lead diligence processes on deals, work with external service providers, and manage the analysts/associates in the team.Key...


  • Cape Town, Western Cape, South Africa Wenz Recruitment Full time

    The position of Investment Accounting Specialist at Wenz Recruitment is a key role in the Institutional Fund Operations team.Job DescriptionThis role involves performing day-to-day operational processes for various investment accounting, data management, and market data activities.Ensure that daily instrument valuation/pricing and exchange rate processes run...


  • Cape Town, Western Cape, South Africa CF Consulting Full time

    At CF Consulting, we are seeking a skilled Investment Portfolio Specialist to join our team. In this role, you will collaborate with senior members to offer meaningful analysis and support in managing portfolios.The successful candidate will provide portfolio analytics services related to discretionary managed clients, monitoring and assessing incumbent and...


  • Cape Town, Western Cape, South Africa TalentCru Full time

    Job DescriptionWe are seeking an experienced Investment Operations Specialist to join our team at TalentCru. In this role, you will provide administrative and procedural support to our Portfolio Managers, ensuring the efficient implementation of investment strategies.Responsibilities:Exposure Reporting:Generate daily/weekly exposure reports for Portfolio...


  • Cape Town, Western Cape, South Africa Telesure Investment Holdings (TIH) Full time

    Welcome to Telesure Investment Holdings (TIH), a leading provider of financial services in South Africa. We are seeking an experienced Insurance Claims Specialist to join our team.As an Insurance Claims Specialist, you will play a critical role in validating claims and providing exceptional customer service. Your primary responsibility will be to obtain...